Birmingham Group Realty (EIN 208900251) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Phone

2034469739

Tax Period

2023-07-01 to 2024-06-30

Birmingham Group Realty, founded in 2007, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.2M in total revenue in fiscal year 2023. Revenue surged 1149% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.3M, a strong 91% operating margin.

Mission

Owns real property that is rented to BHcare, Inc. which is a 501(C)(3) organization whose mission is to improve community health and quality of life of individuals by providing mental health, addiction and domestic violence services.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,519,750

Program Service Revenue $659,054

Investment Income $0

Other Revenue $0

TOTAL REVENUE $9,178,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $691,425

Other Expenses $834,213

TOTAL EXPENSES $834,213

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,178,804	$735,050	+11.5%
Expenses	$834,213	$813,181	+0.0%
Net Income	$8,344,591	$-78,131	-107.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$549,123

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen Guarerra	Chair	1.00	Officer Director	$0	$0	$0
Roberta J Cook	President/CEO	1.00	Officer	$0	$54,702	$351,324
Lorraine Branecky	Secretary	1.00	Officer	$0	$18,927	$197,799
Joe Verrilli	Teasurer	0.05	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$9,178,804	$834,213	$17,740,204	$8,344,591
2023	$735,050	$813,181	$6,304,372	$-78,131
2022	$922,389	$843,964	$6,448,763	$78,425
2021	$746,036	$792,036	$6,428,937	$-46,000

Birmingham Group Realty